The 18 most recent market catalysts affecting $RUN, each scored for sentiment and estimated stock impact. Sourced from SEC EDGAR filings and financial news, analysed automatically as they are published.
Sep 23, 2026
Corporate Catalyst
Bullish
Impact 75
Sunrun Announces Expanded SPAN Partnership To Power In-Home AI Compute Nodes With Solar, Batteries, Starting In Texas New-Home Communities; Terms Not Disclosed
This partnership represents a significant strategic move for Sunrun, positioning it at the intersection of renewable energy, smart homes, and AI. By powering in-home AI compute nod…
Sep 21, 2026
Energy/Commodity
Neutral
Impact 65
Sunrun, Tesla Fleets Of Home Batteries Provided 580 Megawatts Of Peak Power In California On Sept. 9
Sunrun and Tesla's joint announcement details a significant event where their combined home battery fleets supplied 580 megawatts of peak power to California's grid. This dispatch,…
Sep 21, 2026
Energy/Commodity
Neutral
Impact 65
CORRECTION: Sunrun, Tesla Fleets Of Home Batteries Provided 580 Megawatts Of Peak Power In California On Sept. 9
Sunrun and Tesla announced a significant event where their combined home battery fleets dispatched 580 megawatts of power to the California grid during a period of high demand and …
Sep 21, 2026
Corporate Catalyst
Bearish
Impact 55
Goldman Sachs Maintains Buy on Sunrun, Lowers Price Target to $13
Goldman Sachs analyst Brian Lee maintained a 'Buy' rating on Sunrun but lowered the price target from $15 to $13. This action signals that while Goldman Sachs still sees long-term …
Aug 17, 2026
Corporate Catalyst
Neutral
Impact 55
GLJ Research Reiterates Sell on Sunrun, Maintains $4.63 Price Target
The filing indicates that GLJ Research analyst Gordon L. Johnson has reaffirmed his 'Sell' rating for Sunrun (RUN) and kept his price target at $4.63. This matters because analyst …
Aug 17, 2026
Corporate Catalyst
Bullish
Impact 65
Sunrun Reaches Agreement To Support Distributed Energy Resource Platform Voltus’s Bring Your Own Capacity Programs For AI Hyperscalers
Sunrun has entered a strategic agreement with Voltus to supply energy capacity from its residential solar-plus-storage systems in PJM and MISO regions. This partnership is signific…
Aug 14, 2026
Corporate Catalyst
Bearish
Impact 55
Wells Fargo Maintains Overweight on Sunrun, Lowers Price Target to $17
Wells Fargo analyst Praneeth Satish maintained an 'Overweight' rating on Sunrun, signaling a belief in the company's long-term value. However, the price target was lowered from $22…
Aug 7, 2026
Corporate Catalyst
Bearish
Impact 55
Citigroup Maintains Buy on Sunrun, Lowers Price Target to $16
Citigroup analyst Vikram Bagri maintained a 'Buy' rating on Sunrun (RUN) but lowered the price target from $20 to $16. This action suggests that while the analyst still sees long-t…
Aug 7, 2026
Corporate Catalyst
Bearish
Impact 60
Susquehanna Maintains Positive on Sunrun, Lowers Price Target to $15
Susquehanna analyst Biju Perincheril has maintained a 'Positive' rating on Sunrun, signaling continued confidence in the company's business model and future growth. However, the pr…
Aug 6, 2026
Corporate Catalyst
Bearish
Impact 55
TD Cowen Maintains Buy on Sunrun, Lowers Price Target to $16
TD Cowen analyst Jeff Osborne maintained a 'Buy' rating on Sunrun, signaling continued confidence in the company's fundamentals or long-term growth potential. However, the simultan…
Aug 6, 2026
Corporate Catalyst
Bearish
Impact 60
RBC Capital Maintains Outperform on Sunrun, Lowers Price Target to $14
RBC Capital's analyst Christopher Dendrinos maintained an 'Outperform' rating on Sunrun but significantly lowered the price target from $18 to $14. This action suggests that while …
Aug 6, 2026
Corporate Catalyst
Bearish
Impact 92
Sunrun Shares Fall as Guidance Cut Offsets Q2 Earnings Beat
Sunrun's Q2 earnings beat was overshadowed by a substantial cut to its full-year 2026 Cash Generation and Aggregate Subscriber Value guidance. This negative revision, driven by red…
Aug 6, 2026
Corporate Catalyst
Bearish
Impact 85
SunRun shares are trading lower after the company reported Q2 financial results. Goldman Sachs lowered its price target on the stock from $18 to $15.
The headline signals a significant negative catalyst for SunRun, driven by disappointing Q2 financial results and a substantial price target reduction from a major investment bank …
Aug 6, 2026
Corporate Catalyst
Bearish
Impact 55
Goldman Sachs Maintains Buy on Sunrun, Lowers Price Target to $15
Goldman Sachs analyst Brian Lee has reiterated a 'Buy' rating for Sunrun (RUN), signaling continued confidence in the company's long-term prospects. However, the simultaneous reduc…
Aug 5, 2026
Corporate Catalyst
Bearish
Impact 92
Sunrun Stock Plunges After Q2 Report — Details
Sunrun (RUN) reported Q2 2026 results that surpassed analyst expectations for both earnings per share and revenue. Key operational metrics, such as Aggregate Subscriber Value and S…
Aug 5, 2026
Corporate Catalyst
Bearish
Impact 92
Sunrun Q2 EPS $0.42 Beats $0.24 Estimate, Sales $869.988M Beat $751.832M Estimate
Sunrun announced its Q2 earnings, reporting an EPS of $0.42, which significantly surpassed the analyst consensus of $0.24. Additionally, the company's sales reached $869.988 millio…
Aug 5, 2026
Corporate Catalyst
Neutral
Impact 65
Reported Earlier, Sunrun Refinances Seasoned Solar Portfolio Via $267M Securitization Backed By 37,595 Systems Across 13 States
This securitization is a positive development for Sunrun, as it unlocks capital from existing assets and demonstrates the maturity of the solar financing market. It reduces Sunrun'…
Jul 13, 2026
Corporate Catalyst
Neutral
Impact 65
'Sunrun Offers Solar Users Hundreds Per Month in Compute Program' - Bloomberg
Sunrun is introducing an innovative 'compute program' that allows its solar customers to monetize their excess energy by contributing to computational tasks, potentially earning hu…
Not financial advice. AI-generated analysis for informational purposes only. Tradow AI LLC is not a registered investment adviser.